---
schema_version: "1"
id: 32c41c4d6a902019cc578a4781f48d07d19671c355a88944a822ae468fce175a
title: Upgrade Process for Consumer Goods Cloud Managed Packages
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_upgrade_package.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_upgrade_package.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f6b00bf2c632b53e3b575e38f4d486d5ad85ee94c5b02ef202b2b7a287eedd15
description: Get an overview of the step-by-step process for upgrading Consumer Goods Cloud managed packages, including pre-installation, installation, and post-upgrade tasks. Easily navigate to detailed sub-tasks to ensure a smooth and efficient upgrade, maximizing your retail execution capabilities.
products:
  - Consumer Goods
release: "264"
---
# Upgrade Process for Consumer Goods Cloud Managed Packages

Get an overview of the step-by-step process for upgrading Consumer Goods Cloud managed packages, including pre-installation, installation, and post-upgrade tasks. Easily navigate to detailed sub-tasks to ensure a smooth and efficient upgrade, maximizing your retail execution capabilities.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
          <col>
        </colgroup>
        <tbody>
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            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Available in: Lightning Experience </p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and
                <strong>Unlimited</strong> Editions where Consumer Goods Cloud is enabled
              </p>
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d90487e62">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d90487e62 ">To upgrade the managed package:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d90487e62 ">System Administrator</td>

          </tr>
        </tbody>
      </table>

Make sure that you've completed the pre-installation tasks. See [Pre-Installation Tasks](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_install_managed_packages_prereqs.htm&type=5&language=en_US).

If you're upgrading to Summer ’22 managed packages, make sure that you [Configure Picklist Values for Summer’22 Managed Packages](https://help.salesforce.com/s/articleView?language=en_US&id=ind.cg_concept_admin_upgrade_steps.htm&type=5).

1. [Upgrade the Consumer Goods Cloud Managed Packages](https://help.salesforce.com/s/articleView?id=ind.cg_reference_admin_upgrade_managed_packages.htm&type=5&language=en_US).
2. Complete these post upgrade steps sequentially.
    1. [Deploy Additional Metadata](https://help.salesforce.com/s/articleView?id=ind.cg_task_deploying_additional_metadata.htm&type=5&language=en_US)
    2. [Create HKey Field](https://help.salesforce.com/s/articleView?id=ind.cg_task_create_hkey_field.htm&type=5&language=en_US)
    3. [Handle Validation Rules](https://help.salesforce.com/s/articleView?id=ind.cg_task_handle_validation_rules.htm&type=5&language=en_US)
    4. [Upload Latest Static Resources](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_upload_static_resources_upgrade_customer.htm&type=5&language=en_US)
    5. [Extended Localization Files for Picklist Mapping Extension and Data Type Option](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_import_localization_files.htm&type=5&language=en_US)
    6. [Upload Latest Mobile Theme](https://help.salesforce.com/s/articleView?id=ind.retail_task_admin_add_default_theme_mobile_app.htm&type=5&language=en_US)
    7. [Page Layout and Field Changes for Upgrade Managed Packages](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_page_layout_changes_upgrade.htm&type=5&language=en_US)
    8. You can create newly introduced user profiles by cloning existing user profiles or re-purposing existing user profiles. Perform this step only when there are newly introduced or updated profiles. For more information, see Create User Profiles in [Pre-Installation Tasks](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_install_managed_packages_prereqs.htm&type=5&language=en_US). To know the new and updated profile changes, see [Retail Execution Release Notes](https://help.salesforce.com/s/articleView?id=release-notes.rn_retail.htm&release=258&type=5&language=en_US).
        
        If you are upgrading to Summer’23 and Winter’24 managed packages, you can skip this step and [Configure Profile Access for Users in Summer’23 and Winter’24 Package](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_configure_profile_access.htm&type=5&language=en_US).
    9. [Assign Permission Sets to Managed Package Users](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_offline_app_permsets.htm&type=5&language=en_US). Perform this step only for newly introduced or updated permission sets. To know the new and updated permission set changes, see [Retail Execution Release Notes](https://help.salesforce.com/s/articleView?id=release-notes.rn_retail.htm&release=258&type=5&language=en_US).